Oracle Cloud Infrastructure (OCI) 客户很快将拥有大量新选择。甲骨文本周在拉斯维加斯举办活动，为 AI 泡沫注入更多空气 解释其最新 AI 投资，这些努力的核心是与 OpenAI 扩大合作伙伴关系，以及计划通过引入 Google 的张量处理单元 (TPU) 来实现芯片产品多元化，不再仅依赖 Nvidia。甲骨文表示，其将 Google TPU 引入 OCI 的协议将使其成为 Google 自有云服务之外首个提供该芯片的超大规模云平台。
Oracle Cloud Infrastructure (OCI) customers will soon have a raft of new choices. Big Red is hosting an event in Las Vegas this week to inject more air into the AI bubble explain its latest AI investments, and front and center of those efforts are an expanded partnership with OpenAI and plans to diversify its chip offerings beyond Nvidia by bringing Google's Tensor Processing Units (TPUs) to OCI. Oracle says its deal to add Google TPUs to OCI will make it the first hyperscale cloud platform outside Google's own cloud services to offer the chips.
这些芯片将于 2027 年起在 OCI 中可供选择，产能将在数年内逐步增加。虽然未提及明年或未来将提供多少 Google TPU，但甲骨文似乎正试图摆脱对 Nvidia 的高度依赖，此前它已与 Nvidia 签署了价值数百亿美元的协议为其数据中心配备设备，包括据报遇到麻烦的得克萨斯州项目，该项目计划与 GPU 制造商和 OpenAI 合作。
Those chips will be available for selection within OCI beginning in 2027, with capacity increasing over the course of several years. While not mentioning the quantity of Google TPUs that will be available next year or beyond, it does seem that Oracle is attempting to diversify away from being so heavily reliant on Nvidia, with whom it has inked deals worth tens of billions of dollars to outfit its datacenters, including the reportedly troubled Texas project it’s planning with the GPU maker and OpenAI.
“不同的 AI 工作负载有不同的计算需求，”OCI 总裁 Mahesh Thiagarajan 表示。“将 Google TPU 引入 OCI 让客户……拥有灵活性，可为每个 AI 工作负载的性能、吞吐量和经济性选择合适的基础设施。”甲骨文也并未放弃与 OpenAI 的合作关系，周二宣布了新的 ChatGPT 集成，以及两款融入了 Altman 旗下模型的产品。
“Different AI workloads have different compute needs,” said OCI president Mahesh Thiagarajan. “Bringing Google TPUs to OCI gives customers … the flexibility to choose the right infrastructure for the performance, throughput, and economics of each AI workload.”Oracle isn't moving away from its partnership with OpenAI, either, announcing new ChatGPT integrations on Tuesday alongside two products that incorporate models from the House of Altman.
其中第一款 Oracle AI Workspace 被称为“单一用户体验，通过 ChatGPT 插件将 OpenAI 前沿模型与 Oracle 应用、企业数据和云服务结合在一起”，基本上将 Oracle 现有的业务平台变为 ChatGPT 可访问的资源。公司解释称：“Oracle AI Workspace 将使 Oracle 广泛的能力具备 Agent 就绪状态，并让 ChatGPT 用户能够访问这些能力。”
The first of those, Oracle AI Workspace, is billed as a “single user experience that brings OpenAI frontier models together with Oracle applications, enterprise data, and cloud services” through ChatGPT plugins that basically turn Oracle’s existing business platforms into ChatGPT-accessible resources. “The Oracle AI Workspace will make the breadth of Oracle’s capabilities agent-ready and accessible to ChatGPT users,” the company explained.
“人们可以描述业务目标，而 ChatGPT 中的这些插件将汇集合适的 Oracle 工具和信息，帮助他们实现目标。”除了让基于 OpenAI 的工具访问选定的业务数据外，Oracle 还希望客户信任这些模型，借助第二款新产品 Oracle AI Security Mesh 协助处理网络安全，“这是一个托管平台，将用于网络安全的前沿 AI 模型……与 Oracle 经验证的安全专业知识相结合。”
“People can describe business goals and these plugins in ChatGPT will bring together the right Oracle tools and information to help them accomplish it.”Along with giving OpenAI-powered tools access to selected business data, Oracle is hoping customers will also trust the models to help handle cybersecurity with the second new product, Oracle AI Security Mesh, "a managed platform that combines frontier AI models for cybersecurity … with Oracle's proven security expertise."
顾名思义，Oracle AI Security Mesh 将使用 OpenAI 网络安全模型来发现漏洞、测试其是否可被利用，并在公司授权该 Oracle 托管服务检查的技术栈领域推荐修复方案。Oracle 还宣布与 Snowflake 达成协议，将其 AI 数据云作为原生服务引入 OCI。这项新合作伙伴关系将允许 Oracle 客户直接从 Oracle 购买和使用 Snowflake，由 Oracle 负责所有定价、折扣和账单。
As you might assume from its name and description, Oracle AI Security Mesh will use OpenAI cybersecurity models to find vulnerabilities, test whether they can be exploited, and recommend fixes in areas of a company's tech stack that it authorizes the Oracle-managed service to examine. Oracle also announced a deal with Snowflake to bring its AI data cloud to OCI as a native service. The new partnership will allow Oracle customers to purchase and use Snowflake directly from Oracle, which will handle all pricing, discounts, and billing.
Oracle 通用积分也可通过 Snowflake 在 OCI 上使用，让已在 Oracle 积分上投入资金的用户能将其用于这项新推出的服务。Nvidia 也未缺席发布Oracle 或许正在丰富其 OCI 芯片产品组合，但周二在拉斯维加斯也发布了新的 Nvidia 硬件。Big Red 宣布 Nvidia Vera Rubin NVL72 系统和 Nvidia Vera CPU 正式上市，并计划推出 HGX Rubin NVL8 系统，但未说明何时上市。
Oracle Universal Credits will also be usable through Snowflake on OCI, allowing users who already spend money on Oracle credits to use them for the newly available offering. Nvidia not exempt from announcements Oracle may be diversifying its OCI chip offerings, but it still announced new Nvidia hardware in Las Vegas, too. Big Red announced the general availability of Nvidia Vera Rubin NVL72 systems and Nvidia Vera CPUs on Tuesday, along with plans to introduce HGX Rubin NVL8 systems, though it did not specify when those would become available.
“通过将 NVIDIA Vera Rubin GPU 和 Vera CPU 与 Oracle Acceleron 网络及针对 AI 优化的数据中心相结合，我们正帮助客户在需求增长时保持 GPU 高效运行、安全可靠并实现高效扩展，”Thiagarajan 表示。
“By combining NVIDIA Vera Rubin GPUs and Vera CPUs with Oracle Acceleron networking and AI-optimized data centers, we’re helping customers keep GPUs productive, secure, and scale efficiently as their needs grow,” Thiagarajan said.
Oracle 公布了截至 8 月 31 日季度的创纪录财报，得益于 AI 投资开始见效，营收同比增长 30%。
Oracle posted record earnings in the quarter ending August 31, with revenue up 30 percent year over year as its AI investments have begun to pay dividends.
这些红利似乎也正在为其他AI公司带来回报，尽管几乎没有证据显示科技行业之外存在类似回报，这引发了新的担忧，即AI泡沫开始显得有点紧绷。在中国，AI泡沫已出现破裂迹象，而甲骨文在拉斯维加斯的宣布主要涉及AI头部玩家之间更多的循环支出，因为企业仍在等待成果。®
Those dividends appear to be paying off for other AI firms as well, though there's little evidence of similar returns outside the tech sector, raising fresh concerns about an AI bubble that's starting to look a bit taut. There are already signs that the AI bubble has begun to burst in China, and Oracle’s Las Vegas announcements largely involve more circular spending among AI’s top players as businesses continue to wait for results. ®